Thursday, October 09, 2008

伯南克直升機派錢

剛話金融黑洞愈救愈困難,聯儲局竟率多個歐洲國家一致行動,想出聯合減息這一招,的確令人想起由《紐約時報》專欄作家Thomas L. Friedman 撰寫的《世界是平的》,體現這種全球化威力,希望能夠力挽狂瀾。

面對惡劣經濟環境,聯儲局主席伯南克終於能夠實現當年話不惜採取一切手段遏抑通貨緊縮,一口氣減息0.5厘,放寬銀根,猶如坐上直升機,在空中向國民大灑美鈔,最重要是大家多點消費,難得的是,其他國家的央行頭頭也會唯命是從,照灑如儀。

本來應採取緊縮政策,但今日又要鬆綁,可見全球財金官員亦已陷入矛盾的境地,不要見到減息就認為等如是好事,因為低息代表經濟差,需降低資金成本去刺激經濟活動,奈何你驚我又怕,根本是大家不想將錢借出去,銀行資金調動困難,想做多點生意也很艱難,因為息率下降,單純做存貸業務亦恐怕欠理想回報,更隨時要繼續撇帳,真的變成一項高風險行業。

不過,能夠在這場浩劫中存活的,仍然是傳統零售銀行,而有趣的是,當初那些做樓宇按揭生意的,就是這些傳統零售銀行,他們將按揭資產打包,然後供投資銀行證券化兼推售,今日卻是投資銀行因次按而出事,被提供生意的「源頭」零售銀行所吞併,諷刺得很。

日前話亞洲區惡化程度加劇,日本股市即挫逾9%,印尼股市更要跌到停市,大家要錢不要貨心態堅決,港股周二假期似避過一劫,昨日終於表演大跌1,372點,恐怕抽資情況難即時改善。

不過,逆市也有進取的投資者。新怡環球(1094)竟然在此時斥60億元投資新業務。當然,公司哪有這麼多資金,市值也僅9億多元,當然是大印公仔紙,包括普通股和可換普通股的優先股,變相有賣殼之嫌。

該公司投資甚麼?原來是買入一間未經營的公司90%股權!這間擬成立的公司將替中國供應商及公共採購商(包括中央、地方政府及公共機構),建立全國性網上公共採購網,又預計與10家公共採購中心訂立有關協議,據此每家公共採購中心將同意透過採購網進行其網上採購業務,總之是鴻圖大計。

至於60億元收購金額的計算方法,就是預測項目日後純利2億元,再同類似公司如阿里巴巴(1688)、利豐(494)等作參考,市盈率得出竟是30倍!新怡環球昨日股價狂插44%至0.46元收市,輕易奪得跌幅最大股份的第一名,恐怕股價已反映事實。

不過,與伯南克夥同其他國家狂印銀紙救市的做法,似乎有點異曲同工之妙。

(10月9日刊於《am730》)

12 Comments:

At 10:34 AM, Blogger oakleyses said...

oakley sunglasses, ray ban sunglasses, coach purses, oakley sunglasses, louboutin, air max, polo ralph lauren outlet, tiffany and co, longchamp handbags, louis vuitton handbags, nike shoes, longchamp handbags, louis vuitton, louis vuitton outlet, polo ralph lauren outlet, michael kors outlet, jordan shoes, michael kors outlet, michael kors outlet, kate spade outlet, true religion jeans, prada handbags, christian louboutin shoes, chanel handbags, nike free, louis vuitton outlet, gucci outlet, air max, burberry outlet, ray ban sunglasses, coach outlet, prada outlet, oakley sunglasses cheap, burberry outlet, tory burch outlet, louis vuitton outlet stores, michael kors outlet, louboutin, kate spade handbags, louboutin outlet, true religion jeans, coach outlet store online, michael kors outlet, coach factory outlet, tiffany and co, michael kors outlet, longchamp outlet

 
At 10:38 AM, Blogger oakleyses said...

nike roshe, oakley pas cher, hogan outlet, sac hermes, abercrombie and fitch, longchamp, nike free pas cher, michael kors, lululemon, barbour, nike tn, louis vuitton, nike trainers, converse pas cher, sac louis vuitton, new balance pas cher, michael kors, air jordan, nike blazer, nike free, north face, vanessa bruno, north face, polo ralph lauren, sac guess, vans pas cher, hollister, true religion outlet, air max, sac burberry, air force, air max pas cher, louboutin, ralph lauren, true religion outlet, nike roshe run, sac longchamp, timberland, hollister, michael kors pas cher, polo lacoste, ray ban pas cher, ray ban sunglasses, air max, nike air max, sac louis vuitton, louis vuitton uk, mulberry

 
At 10:42 AM, Blogger oakleyses said...

soccer jerseys, marc jacobs, canada goose, canada goose, ghd, nfl jerseys, nike huarache, north face outlet, ugg pas cher, ferragamo shoes, ugg, asics running shoes, mac cosmetics, birkin bag, valentino shoes, vans shoes, giuseppe zanotti, instyler, longchamp, reebok outlet, hollister, bottega veneta, chi flat iron, canada goose jackets, ugg australia, mcm handbags, mont blanc, abercrombie and fitch, uggs outlet, soccer shoes, jimmy choo outlet, canada goose uk, insanity workout, beats by dre, canada goose outlet, babyliss pro, new balance shoes, nike roshe run, celine handbags, wedding dresses, canada goose, lululemon outlet, ugg boots, north face jackets, rolex watches, herve leger, ugg boots, p90x

 
At 10:45 AM, Blogger oakleyses said...

air max, lancel, moncler, moncler outlet, supra shoes, moncler, juicy couture outlet, hollister clothing store, oakley, timberland boots, juicy couture outlet, ray ban, louboutin, vans, karen millen, pandora charms, converse, canada goose, thomas sabo, links of london, hollister, coach outlet store online, toms shoes, pandora charms, iphone 6 cases, moncler, parajumpers, louis vuitton, ugg, converse shoes, canada goose, swarovski, pandora jewelry, ugg, ralph lauren, moncler, air max, swarovski crystal, montre homme, gucci, moncler, hollister, wedding dresses, moncler, baseball bats, rolex watches

 
At 5:54 PM, Blogger chenlina said...

chenlina20150615
cheap jerseys
michael kors handbags
louis vuitton handbags
jordan 11
gucci handbags
timberlands
ray ban sunglasses
true religion sale
kate spade bags
coach outlet online
coach outlet
oakley vault
air jordan retro
jordan retro 11
louis vuitton handbags
tod's shoes
louis vuitton outlet
abercrombie & fitch new york
oakley sunglasses
pandora jewelry
ray ban sunglass
christian louboutin sale
retro jordans
oakley outlet
coach outlet
louis vuitton outlet
jordan 4 toro
marc jacobs bags
polo ralph lauren
coach outlet
jordan retro 11
jordan 8 bugs bunny
jordan 8 playoffs
pandora uk
coach factory outlet
polo ralph lauren
michael kors
chanel uk
adidas outlet
abercrombie store

 
At 2:25 PM, Blogger ninest123 Ninest said...

ninest123 11.11
iphone 5s cases, air max, insanity workout, iphone 6 plus cases, celine handbags, ghd, instyler, ralph lauren, iphone 6 cases, soccer shoes, vans, baseball bats, reebok outlet, air max, iphone 6s plus cases, asics running shoes, beats by dre, lululemon outlet, wedding dresses, babyliss pro, new balance shoes, converse, abercrombie and fitch, gucci, ipad cases, ray ban, s6 case, soccer jerseys, p90x, jimmy choo outlet, birkin bag, mont blanc, vans shoes, timberland boots, giuseppe zanotti, north face jackets, chi flat iron, oakley, iphone cases, ferragamo shoes, mcm handbags, north face outlet, mac cosmetics, herve leger, bottega veneta, nfl jerseys, abercrombie, nike roshe run, iphone 6s cases, louboutin, valentino shoes, hollister clothing store

 
At 2:26 PM, Blogger ninest123 Ninest said...

canada goose, doke gabbana, sac louis vuitton, marc jacobs, moncler outlet, sac lancel, toms shoes, ugg, louis vuitton uk, canada goose, links of london, thomas sabo, hollister, swarovski, pandora charms, canada goose jackets, pandora jewelry, converse shoes, pandora charms, moncler, barbour, rolex watches, canada goose outlet, moncler, michael kors handbags, moncler, ugg, louis vuitton, moncler, montre homme, karen millen, canada goose, pandora jewelry, sac louis vuitton, michael kors outlet, supra shoes, moncler, moncler, ugg pas cher, swarovski crystal, juicy couture outlet, moncler, canada goose, coach outlet store online, wedding dresses, ugg, canada goose, juicy couture, ugg boots, michael kors outlet online, louis vuitton, canada goose uk, barbour

 
At 2:32 PM, Blogger ninest123 Ninest said...

oakley sunglasses, louis vuitton outlet, burberry outlet, cheap uggs, louis vuitton outlet, longchamp handbags, michael kors outlet, michael kors outlet, jordan shoes, burberry outlet, ugg boots clearance, chanel handbags, louboutin outlet, michael kors outlet, polo ralph lauren outlet, christian louboutin, oakley sunglasses cheap, nike shoes, louis vuitton, air max, prada handbags, prada outlet, tiffany and co, air max, tiffany and co, ray ban sunglasses, ugg outlet, uggs, longchamp handbags, michael kors outlet online sale, ray ban sunglasses, replica watches, longchamp outlet, louis vuitton outlet stores, michael kors outlet, oakley sunglasses, cheap oakley sunglasses, uggs outlet, gucci outlet, polo ralph lauren, ray ban sunglasses, rolex watches, louis vuitton handbags, tory burch outlet, louboutin, louboutin shoes, nike free, oakley sunglasses, michael kors outlet

 
At 2:37 PM, Blogger ninest123 Ninest said...

nike air force, sac hermes, hogan outlet, michael kors, coach purses, nike trainers, nike roshe run pas cher, air max, ray ban sunglasses, air max, air jordan, coach factory outlet, vans pas cher, polo lacoste, michael kors uk, nike tn, ralph lauren, sac guess, sac burberry, polo ralph lauren, vanessa bruno, longchamp, mulberry, hollister, nike free pas cher, michael kors outlet, nike air max, nike roshe, north face, sac longchamp pas cher, hollister, air max pas cher, nike huaraches, true religion outlet, converse pas cher, ray ban pas cher, true religion jeans, timberland, nike free, new balance pas cher, oakley pas cher, coach outlet store online, longchamp, north face, true religion jeans, nike blazer, abercrombie and fitch, louboutin, michael kors pas cher, lululemon outlet online, true religion outlet
ninest123 11.11

 
At 10:31 AM, Blogger 艾丰 said...

jianbin1201
michael kors outlet sale
tory burch handbags
prada handbags
puma shoes
michael kors handbags wholesale
fitflop outlet
canada goose sale
michael kors online outlet
wedding dresses
michael kors handbags
uggs on sale
ugg clearance
tods shoes
bottega veneta outlet online
uggs outlet
links of london uk
replica watches
nike shoes
arizona cardinals
mont blanc
lululemon outlet store
miami dolphins
basketball shoes
cleveland cavaliers
michael kors handbags,michael kors outlet,michael kors,kors outlet,michael kors outlet online,michael kors outlet online sale,michael kors handbags clearance,michael kors purses,michaelkors.com,michael kors bags,michael kors shoes,michaelkors,cheap michael kors
michael kors outlet online
salomon speedcross 3
abercrombie fitch
iphone cases
cheap oakley sunglasses
louis vuitton uk
nike huarache
woolrich clothing
celine outlet online

 
At 4:38 PM, Blogger Fangyaya said...

coach factory outlet
louis vuitton bags
coach outlet canada
celine bags
louis vuitton outlet stores
michael kors outlet clearance
jordan 13
coach outlet
tory burch sale
lebron james shoes 13
kobe 11
ghd flat iron
mont blanc
nike nfl jerseys
michael kors
michael kors handbags
adidas stan smith
cheap oakleys
michael kors handbags
burberry outlet
ray ban sunglasses
polo ralph shirts
louis vuitton outlet
gucci outlet
tory burch outlet
coach outlet online
ray ban sunglasses wholesale
coach factory outlet
louis vuitton
basketball shoes
coach factory outlet online
louis vuitton outlet
nike air jordan
michael kors handbags
jordan shoes
coach factory outlet
nike air max
fitflops sale clearance
asics outlet
air jordan 13
20167.12chenjinyan

 
At 3:04 PM, Blogger dong dong23 said...

washington wizards jerseys
louis vuitton
louis vuitton handbags
gucci outlet
rolex watches
canada goose
coach outlet store online
adidas outlet
moncler paris
coach outlet
201612.23wengdongdong

 

Post a Comment

<< Home